Creating Automation to Log Specific Field Changes from One Sheet to Another?
Hello,
I have a large multi-year project tracker. We have a manual select Risk column, where users will select the field should they anticipate a risk for the deliverable in question. I want to create an automation where when "Risk" is selected an automation is created to copy the entire row to a new sheet where the risk will be logged forever even after the cell is unchecked.
*Note - I am trying to avoid pulling all child tasks over with the parent task, too.
Best Answer
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@saranj You could build in a formula in your new sheet that identifies if it is a child/parent and if child to "Move a row" to a trash sheet. You can use a flag or text column
=IF(NOT(ISBLANK(PARENT(Primary@row))), "Child", "Parent") For a text Column
=IF(NOT(ISBLANK(PARENT(Primary@row))), 1, 0) For a flag Column
Answers
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@saranj You can do that with an Automation, it should be the "copy a row" automation.
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@Eric Law That feature didn’t quite work. It pulled the Risk but also all the child tasks below. I guess it makes sense if the parent is a risk then the children should be too.
although is there a way around that?
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@saranj You could build in a formula in your new sheet that identifies if it is a child/parent and if child to "Move a row" to a trash sheet. You can use a flag or text column
=IF(NOT(ISBLANK(PARENT(Primary@row))), "Child", "Parent") For a text Column
=IF(NOT(ISBLANK(PARENT(Primary@row))), 1, 0) For a flag Column
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Very helpful. Thanks @eric law!
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